
Phase 2 Objectives
Partner with CSBS to modernize and simplify the licensing process, create individual profiles, and implement task management for both individual and company users within a bifurcated system.
Focus
Consolidate individual data into a single packet for license application evaluation
Implement user tasks to accomplish goals, forming the basis for license application, management, and data collection processes.
Ensure requirements for submissions, surrenders, requests, and updates are clear and easily accessible.
Key Results
Streamline new license application requests to reduce time and minimize frustration.
Provide a guided experience that reduces errors, minimizes checklist reliance, and improves application completion rates.
Increase progress transparency to decrease call center inquiries about application status.
High Fidelity Design